Broker Check
About Us Our Team Our Services Our Approach
 

Individuals/ Families

Our experienced professionals have helped many people just like you pursue their financial objectives.

Learn More 
 

Business Owners

We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

Learn More 
 

Careers

Our team approach offers a range of services to provide more benefits to our clients.

Learn More 

Understanding Today's Financial Environment

The Bulfinch Group was founded in 1994 on two guiding principles – integrity and character. These principles define the firm’s core values: be professional, give back and have fun. We promote a philosophy of caring, building collaborative relationships, and being an involved corporate citizen within the communities we serve.

Contact Us 

Helpful Content

Volunteering in Retirement

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Fed and How It Got That Way

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.